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Parker-Hannifin

1,082 hedge funds and large institutions have $36B invested in Parker-Hannifin in 2023 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 387 increasing their positions, 375 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 61

18% more capital invested

Capital invested by funds: $30.6B → $36B (+$5.41B)

5% more funds holding

Funds holding: 1,0321,082 (+50)

7% more call options, than puts

Call options by funds: $185M | Put options by funds: $173M

3% more repeat investments, than reductions

Existing positions increased: 387 | Existing positions reduced: 375

0.69% more ownership

Funds ownership: 82.86%83.54% (+0.69%)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

Holders
1,082
Holders Change
+50
Holders Change %
+4.84%
% of All Funds
17.24%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
130
Increased
387
Reduced
375
Closed
61
Calls
$185M
Puts
$173M
Net Calls
+$12.7M
Net Calls Change
-$44.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
476
Brookstone Capital Management
Illinois
$1.26M +$1.28M +3,860 New
PCA
477
Private Capital Advisors
Connecticut
$1.25M
TNBTD
478
Trustmark National Bank Trust Department
Mississippi
$1.25M +$781K +2,357 +174%
CWP
479
Cyndeo Wealth Partners
Florida
$1.24M -$435K -1,313 -26%
TSS
480
Two Sigma Securities
New York
$1.23M +$690K +2,085 +133%
WSTAM
481
Wilbanks Smith & Thomas Asset Management
Virginia
$1.22M +$82.8K +250 +7%
SS
482
Simplicity Solutions
Minnesota
$1.21M +$431K +1,301 +56%
EF
483
Empirical Finance
Pennsylvania
$1.2M +$58K +175 +5%
LNWWM
484
Laird Norton Wetherby Wealth Management
California
$1.19M +$29.5K +89 +3%
MFG
485
Monte Financial Group
Connecticut
$1.18M +$18.5K +56 +2%
O
486
Ossiam
France
$1.17M +$902K +2,723 +353%
FTDI
487
First Trust Direct Indexing
Massachusetts
$1.17M +$172K +518 +17%
BP
488
BBR Partners
New York
$1.15M +$18.2K +55 +2%
GF
489
Gries Financial
Ohio
$1.15M
FNT
490
First National Trust
Pennsylvania
$1.15M
KPWS
491
Kestra Private Wealth Services
Texas
$1.15M +$149K +449 +15%
RBFC
492
Roman Butler Fullerton & Co
Missouri
$1.14M -$48K -145 -4%
AF
493
Advisornet Financial
Minnesota
$1.14M -$26.5K -80 -2%
CPA
494
Capital Planning Advisors
California
$1.14M -$227K -684 -17%
ARMT
495
Amica Retiree Medical Trust
Rhode Island
$1.1M +$1.09M +3,283 New
TC
496
TownSquare Capital
Utah
$1.1M -$125K -376 -10%
Dodge & Cox
497
Dodge & Cox
California
$1.09M
LB
498
Legacy Bridge
Iowa
$1.09M -$82.8K -250 -7%
PCM
499
Parsons Capital Management
Rhode Island
$1.09M
I
500
InceptionR
California
$1.09M +$1.07M +3,235 New

PH Hedge Fund Activity: Q1 2023 in Review

1,082 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q1 2023, worth a combined $36B — up 18% from $30.6B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new PH positions and 61 closed out — a net gain of 69 holders — while 387 added to existing stakes and 375 trimmed.

The largest buyer was Bank of America, adding an estimated $423M. The largest seller was JP Morgan Chase, cutting an estimated $301M.

  • 1,082 institutional investors held Parker-Hannifin (PH) as of Q1 2023, up from 1,032 in Q4 2022.
  • Funds reported $36B of Parker-Hannifin stock for Q1 2023, up 18% quarter-over-quarter.
  • 130 funds opened new Parker-Hannifin positions in Q1 2023 and 61 closed out, a net change of +69 holders.
  • The largest Parker-Hannifin buyer in Q1 2023 was Bank of America, an estimated $423M added.
  • The largest Parker-Hannifin seller in Q1 2023 was JP Morgan Chase, an estimated $301M sold.

Based on aggregated 13F filings for Q1 2023.